0001420506-20-000373.txt : 20200420 0001420506-20-000373.hdr.sgml : 20200420 20200420102905 ACCESSION NUMBER: 0001420506-20-000373 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Silver Lake Advisory, LLC CENTRAL INDEX KEY: 0001596055 IRS NUMBER: 043026385 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15688 FILM NUMBER: 20801664 BUSINESS ADDRESS: STREET 1: 2688 GRAND VISTA WAY CITY: COTTONWOOD HEIGHTS STATE: UT ZIP: 84121 BUSINESS PHONE: 801-733-9470 MAIL ADDRESS: STREET 1: 2688 GRAND VISTA WAY CITY: COTTONWOOD HEIGHTS STATE: UT ZIP: 84121 FORMER COMPANY: FORMER CONFORMED NAME: Ronna Sue Cohen DATE OF NAME CHANGE: 20140107 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001596055 XXXXXXXX 03-31-2020 03-31-2020 false Silver Lake Advisory, LLC
2688 GRAND VISTA WAY COTTONWOOD HEIGHTS UT 84121
13F HOLDINGS REPORT 028-15688 N
Ronna Cohen President 801-733-9470 Ronna Cohen, President COTTONWOOD HEIGHTS UT 04-20-2020 0 80 165751 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SILVER LAKE ADVISORY, LLC 3M CO COM 88579Y101 3942 22342 SH SOLE None 22342 0 0 ABBOTT LABS COM 002824100 5614 64638 SH SOLE None 64638 0 0 ABBVIE INC COM 00287Y109 5923 66897 SH SOLE None 66897 0 0 AMAZON COM INC COM 023135106 366 198 SH SOLE None 198 0 0 AMERICAN EXPRESS CO COM 025816109 315 2533 SH SOLE None 2533 0 0 AON PLC SHS CL A G0408V102 1021 4900 SH SOLE None 4900 0 0 APPLE INC COM 037833100 261 890 SH SOLE None 890 0 0 AQUA AMERICA INC COM 03836W103 1920 40906 SH SOLE None 40906 0 0 AT&T INC COM 00206R102 754 19305 SH SOLE None 19305 0 0 ATMOS ENERGY CORP COM 049560105 830 7422 SH SOLE None 7422 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3623 21247 SH SOLE None 21247 0 0 BANK AMER CORP COM 060505104 1291 36655 SH SOLE None 36655 0 0 BANK MONTREAL QUE COM 063671101 2778 35851 SH SOLE None 35851 0 0 BARRICK GOLD CORPORATION COM 067901108 334 17945 SH SOLE None 17945 0 0 BECTON DICKINSON & CO COM 075887109 6192 22769 SH SOLE None 22769 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4624 20414 SH SOLE None 20414 0 0 BLACK HILLS CORP COM 092113109 434 5523 SH SOLE None 5523 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2072 32277 SH SOLE None 32277 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 935 20050 SH SOLE None 20050 0 0 CHEVRON CORP NEW COM 166764100 545 4521 SH SOLE None 4521 0 0 CISCO SYS INC COM 17275R102 5857 122122 SH SOLE None 122122 0 0 COCA COLA CO COM 191216100 2376 42923 SH SOLE None 42923 0 0 COLGATE PALMOLIVE CO COM 194162103 725 10531 SH SOLE None 10531 0 0 CUMMINS INC COM 231021106 2926 16352 SH SOLE None 16352 0 0 EASTMAN CHEMICAL CO COM 277432100 2775 35008 SH SOLE None 35008 0 0 EATON CORP PLC SHS G29183103 3182 33590 SH SOLE None 33590 0 0 EMERSON ELEC CO COM 291011104 1744 22874 SH SOLE None 22874 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 1279 45427 SH SOLE None 45427 0 0 EXPEDITORS INTL WASH INC COM 302130109 277 3556 SH SOLE None 3556 0 0 EXXON MOBIL CORP COM 30231G102 747 10709 SH SOLE None 10709 0 0 FACTSET RESH SYS INC COM 303075105 263 981 SH SOLE None 981 0 0 GENUINE PARTS CO COM 372460105 3014 28374 SH SOLE None 28374 0 0 GRAINGER W W INC COM 384802104 3355 9910 SH SOLE None 9910 0 0 HASBRO INC COM 418056107 4735 44831 SH SOLE None 44831 0 0 HENRY JACK & ASSOC INC COM 426281101 1759 12072 SH SOLE None 12072 0 0 HOME DEPOT INC COM 437076102 276 1266 SH SOLE None 1266 0 0 INTEL CORP COM 458140100 5872 98111 SH SOLE None 98111 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 369 2753 SH SOLE None 2753 0 0 INTL PAPER CO COM 460146103 3762 81684 SH SOLE None 81684 0 0 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 4418 258914 SH SOLE None 258914 0 0 ISHARES TR CORE S&P US VLU 464287663 757 12014 SH SOLE None 12014 0 0 JOHNSON & JOHNSON COM 478160104 5113 35049 SH SOLE None 35049 0 0 JPMORGAN CHASE & CO COM 46625H100 493 3536 SH SOLE None 3536 0 0 KIMBERLY CLARK CORP COM 494368103 1963 14271 SH SOLE None 14271 0 0 LEGGETT & PLATT INC COM 524660107 450 8851 SH SOLE None 8851 0 0 LEIDOS HLDGS INC COM 525327102 1061 10843 SH SOLE None 10843 0 0 LILLY ELI & CO COM 532457108 219 1664 SH SOLE None 1664 0 0 MCDONALDS CORP COM 580135101 2471 12503 SH SOLE None 12503 0 0 METLIFE INC COM 59156R108 3459 67863 SH SOLE None 67863 0 0 MICROSOFT CORP COM 594918104 2233 14157 SH SOLE None 14157 0 0 MONMOUTH REAL ESTATE INVT CO CL A 609720107 2205 152277 SH SOLE None 152277 0 0 NORFOLK SOUTHERN CORP COM 655844108 519 2672 SH SOLE None 2672 0 0 ONEOK INC NEW COM 682680103 2654 35071 SH SOLE None 35071 0 0 PAYCHEX INC COM 704326107 4174 49067 SH SOLE None 49067 0 0 PEMBINA PIPELINE CORP COM 706327103 4002 108000 SH SOLE None 108000 0 0 PEPSICO INC COM 713448108 820 6000 SH SOLE None 6000 0 0 PFIZER INC COM 717081103 274 6992 SH SOLE None 6992 0 0 PINNACLE WEST CAP CORP COM 723484101 1302 14476 SH SOLE None 14476 0 0 PROCTER & GAMBLE CO COM 742718109 3616 28951 SH SOLE None 28951 0 0 PROSHARES TR S&P MDCP 400 DIV 74347B680 752 12489 SH SOLE None 12489 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 1051 13902 SH SOLE None 13902 0 0 QUEST DIAGNOSTICS INC COM 74834L100 229 2142 SH SOLE None 2142 0 0 REALTY INCOME CORP COM 756109104 3711 50398 SH SOLE None 50398 0 0 RPM INTL INC COM 749685103 1577 20549 SH SOLE None 20549 0 0 SAFETY INS GROUP INC COM 78648T100 2879 31119 SH SOLE None 31119 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 390 6727 SH SOLE None 6727 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 511 5875 SH SOLE None 5875 0 0 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 4259 105949 SH SOLE None 105949 0 0 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 2516 81867 SH SOLE None 81867 0 0 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 4327 140289 SH SOLE None 140289 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 233 717 SH SOLE None 717 0 0 UMH PPTYS INC COM 903002103 1664 105794 SH SOLE None 105794 0 0 UNILEVER N V N Y SHS NEW 904784709 2802 48758 SH SOLE None 48758 0 0 UNION PACIFIC CORP COM 907818108 1431 7914 SH SOLE None 7914 0 0 UNITED TECHNOLOGIES CORP COM 913017109 424 2828 SH SOLE None 2828 0 0 VANGUARD GROUP DIV APP ETF 921908844 581 4663 SH SOLE None 4663 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 225 4205 SH SOLE None 4205 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 287 4674 SH SOLE None 4674 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 4425 141643 SH SOLE None 141643 0 0 WESTROCK CO COM 96145D105 207 4823 SH SOLE None 4823 0 0